8 December 2020 2 min read
Michael Dwyer joins Bennelong boards
Industry veteran Michael Dwyer AM has been appointed as a non-executive director to the boards of Bennelong Funds Management Ltd and its parent company Bennelong Funds Management Group Pty Ltd, effect
4 December 2020 30 min listen
Mark Burgess discusses Kardinia's long/short strategy
Mark Burgess discusses; the Kardinia Capital business, long/short strategies, Kardinia's market outlook and three high conviction stocks.
2 December 2020 15 min listen
Kardinia podcast: Unpacking the mysteries and myths of short selling
Kristiaan Rehder explains the benefits of long/short funds.
1 December 2020 1 min read
Bennelong appoints Citi as new registry provider
As part of our ongoing commitment to improving our investors’ experience with Bennelong, on 1 December 2020 we changed our registry provider from RBC Investor Services Trust to Citigroup Pty Limited.
24 November 2020 4 min read
2021 outlook strong, but COVID-19 remains the wildcard
Developments in the United States with Biden’s presidency, and the status of the COVID-19 vaccine globally, will have a key influence on markets in 2021, and there is quiet optimism with long-term inv
Quay Global Investors
12 November 2020 4 min read
Investor update: What the US election and a COVID vaccine means for real estate
Recent market-sensitive events, including the outcome of the US presidential election and Pfizer’s coronavirus vaccine announcement, have resulted in some significant swings in market prices across gl
10 November 2020 5 min read
The Long and The Short: To short or not?
One of the things that differentiates the Kardinia Absolute Return Fund from long only funds is its ability to generate a return or hedge the portfolio by short selling stocks.
Quay Global Investors
5 November 2020 8 min read
Investment Perspectives: The economics of malls – myths and misconceptions
Chris Bedingfield addresses some of the myths and misconceptions of retail property to establish whether today’s depressed prices represent an opportunity or a trap.
26 October 2020 19 min read
Global Matters: US 2020 presidential election - What policy means for infrastructure investment
The November 2020 US presidential election is between two polarising individuals in Donald Trump and Joe Biden, who represent very different views and approaches to leading the US for the next four-ye